I am working on new Fin Tasks where I want to create a branches with conditions that are dependent on the results of a custom action. Can anyone help me understand how to build this? For example if a Custom Action returns [X] then follow this path, and if Custom Action returns [Y] follow a different branch
Answered
Using Custom Actions as branching criteria
Best answer by Paul B12
Hey
To build branches in a Fin Task based on the result of a Custom Action, you'll first need to create the Custom Action in Settings → Integrations → Actions and map the response (e.g. { "order_status": "order_found" }) to a custom variable.
Then, in Fin AI Agent → Train → Tasks, create a task that collects any needed input (like an order ID), runs the Custom Action, and stores the result.
Next, go to Automation → Workflows, add a Fin Task step, and create branches based on the value of that variable — for example, if order_status is "order_found", send a success message, and if it's "order_not_found", ask for more info.
Hope that helps :)
+2- Intercom Team
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- Answer
Hey
To build branches in a Fin Task based on the result of a Custom Action, you'll first need to create the Custom Action in Settings → Integrations → Actions and map the response (e.g. { "order_status": "order_found" }) to a custom variable.
Then, in Fin AI Agent → Train → Tasks, create a task that collects any needed input (like an order ID), runs the Custom Action, and stores the result.
Next, go to Automation → Workflows, add a Fin Task step, and create branches based on the value of that variable — for example, if order_status is "order_found", send a success message, and if it's "order_not_found", ask for more info.
Hope that helps :)
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